Tax Return Office Hours
This event is exclusively for AdviceOne clients.
If you prepare your own taxes, this Webinar is an excellent resource to help you get ready.
We will hold weekly 45-minute Webinars to answer your simple, one-on-one tax questions to help you ahead of tax time.
Topics will include:
- Understanding backdoor Roth and IRA Contributions
- Documents you need for your tax returns and when to expect them
- Navigating your tax return
- Using Schwab Alliance
- Answering your simple tax questions
Upcoming Dates:
There are no upcoming dates at this time. Please check back at a later time.
To register, please click the following link.
You'll need to log in or create an account to register for our upcoming
Tax Return Office Hours Discussions along with our other upcoming Client Enrichment events.